UMA Financial Services »

Health Catalyst shares owned by UMA Financial Services

Quarter-by-quarter ownership of Health Catalyst (HCAT) shares owned by UMA Financial Services from 13F filings

Historical chart of UMA Financial Services investment in Health Catalyst

Tip: Access up to 7 years of quarterly data

All positions including Health Catalyst held by UMA Financial Services consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Health Catalyst by UMA Financial Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $855 300 2.85
2025-06-30 $1.1k 300 3.77
2025-03-31 $1.4k 300 4.53
2024-12-31 $2.1k 300 7.07

More positions owned by UMA Financial Services

Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust Portfolio S&p500 (SPLG)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Apple (AAPL)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Ishares Core Msci Emkt (IEMG)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)

View all positions for UMA Financial Services

Top funds holding Health Catalyst

First Light Asset Management
BlackRock
Vanguard Group
Whetstone Capital Advisors
Impax Asset Management Group
Dimensional Fund Advisors
Geode Capital Management
Millennium Management
Nepsis Capital Management
PRIMECAP Management Company
State Street Corporation
Acadian Asset Management
Palogic Value Management
Connor, Clark & Lunn Investment Management
Kennedy Capital Management

View all funds holding Health Catalyst